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Name Holding Trade Value Shares
Change
Change in
Stake
VIM
276
Vista Investment Management
Pennsylvania
$273K
BC
277
Bartlett & Co
Ohio
$272K -$8.54K -50 -3%
BFS
278
Bard Financial Services
Connecticut
$270K
PWM
279
Perigon Wealth Management
California
$266K +$253K +1,481 New
MOS
280
MGO One Seven
Ohio
$265K +$30.7K +180 +14%
KeyBank National Association
281
KeyBank National Association
Ohio
$265K +$33.3K +195 +15%
HC
282
Henshaw Capital
Massachusetts
$265K
MAM
283
McLean Asset Management
Virginia
$261K
PMA
284
Prudent Man Advisors
Illinois
$259K -$8.71K -51 -3%
EI
285
Ellevest Inc
New York
$258K +$246K +1,438 New
TCWM
286
Total Clarity Wealth Management
Illinois
$252K -$15.5K -91 -6%
SFG
287
SevenBridge Financial Group
Pennsylvania
$252K
AAS
288
Annex Advisory Services
Wisconsin
$252K
HC
289
Hourglass Capital
Texas
$252K
GRP
290
Global Retirement Partners
California
$250K +$191K +1,121 +318%
Group One Trading
291
Group One Trading
Illinois
$249K +$237K +1,387 New
Lido Advisors
292
Lido Advisors
California
$247K +$22K +129 +10%
KIA
293
KCM Investment Advisors
California
$246K -$2.05K -12 -0.9%
AWS
294
Atria Wealth Solutions
New York
$243K
SMWM
295
Silvia McColl Wealth Management
California
$240K -$59.8K -350 -21%
AMM
296
American Money Management
California
$239K
OL
297
Optas LLC
Texas
$238K +$10.6K +62 +5%
PA
298
Pinnacle Associates
New York
$235K +$224K +1,310 New
LFA
299
Laraway Financial Advisors
Minnesota
$234K
AC
300
AXQ Capital
New Jersey
$234K +$222K +1,300 New